How do I donate shares?

Log into Betterment and select from the menu, the taxable goal you wish to donate from. Once you've reached your goal Overview, select "Transfer or rollover" and choose “Give to charity.” You can then specify how much you would like to donate and which partner charity you would like your donation to go to.

After the gift is initiated, you’ll be prompted to make an optional deposit, which would replace the donated shares to keep your goals on track, and potentially avoid a rebalance.

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